Solabooks is the accounting and financial-management module of Solavel. You reach it from your central Solavel workspace; there is no separate sign-up. Once an organization is provisioned, Solabooks gives that organization its own books, customers, suppliers, products, taxes, banking, journals and reports.
Where Solabooks lives:
https://solavel.com/finance/. Sign-in always happens on the central app; Solabooks receives a single sign-on handoff and shows you your active organization's books.
What Solabooks covers
| Area | What it does |
|---|---|
| Dashboard | Daily KPIs, cash position, AR/AP aging, recent activity. |
| Calendar | Month / week timeline of every dated document (due, expiring, recurring). |
| Global search | Top-bar search across every document, customer, supplier, and account. |
| Setup wizard | One-time per organization: country, fiscal year, taxes, chart of accounts. Nothing else works until this is done. |
| Chart of Accounts | The list of ledger accounts your books post to. |
| Customers | Master data on the people you sell to. |
| Suppliers | Master data on the people you buy from. |
| Products & Services | Items you sell or buy, both stocked and service-only. |
| Inventory | Stock levels, reorder points, valuation. |
| Quotes / Estimates | Sales proposals; convert to invoice or sales order. |
| Sales Orders | Optional pre-invoice sales workflow. |
| Invoices | Send, post, email, and track customer invoices. |
| Sales receipts | Walk-in / cash sales — paid on the spot, no AR. |
| Payments | Customer receipts and supplier payments with allocation. |
| Credit notes | Reduce a customer's AR balance; apply against invoices. |
| Refund receipts | Cash going back to a customer. |
| Retainers | Customer deposits / advance payments held as a liability. |
| Bills | Supplier bills, post and pay. |
| Purchase Orders | Procurement commitments; convert to bills. |
| Debit Notes | Supplier credits and refunds. |
| Supplier refunds | Money coming back from a supplier. |
| Landed costs | Spread freight / duty / handling across inventory items. |
| Expenses | Direct-pay expenses; OCR receipt scanning. |
| Mileage | Log business trips and reimburse staff at a per-km rate. |
| Journal entries | Manual GL entries, recurring journals, reversals. |
| Recurring transactions | Templates that auto-create invoices, bills, expenses, journals. |
| Banking & reconciliation | Statement import, bank rules, reconciliation. |
| Taxes & VAT | Tax rates, codes, VAT returns, reverse charge. |
| Multi-currency | Trade in foreign currencies; gain/loss tracking. |
| Base currency adjustments | Period-end FX revaluation of foreign-currency balances. |
| Fixed Assets | Asset register, depreciation, disposals, transfers. |
| Budgets | Budget vs actual control and variance reports. |
| Projects & Finance | Project cost, revenue, profitability and timesheet billing. |
| Timesheets | Log hours against a project; submit, approve, and bill. |
| Project profitability | Live P&L per project with cost / revenue breakdown. |
| Pricing & price lists | Customer-specific prices, rules, quantity breaks. |
| Dimensions & custom fields | Analytic tagging and extra data fields. |
| Workflow & approvals | Review steps before posting; workflow rules. |
| Fiscal years & lock dates | Period close, lock and reopen. |
| Reports | All finance reports, grouped by area. |
| Scheduled reports | Auto-email reports on a daily / weekly / monthly cadence. |
| PDF templates | Design how printed documents look. |
| Documents library | Store receipts, contracts and generated PDFs. |
| Customer portal | What your customers see when you share documents. |
| Settings | Sequences, PDF templates, currencies, workflow rules, comments. |
Where to start
If you have never opened Solabooks for this organization, start with Getting started. It explains the central-to-Solabooks handoff, which organization you are working in, and why the setup wizard must be completed first.
If your organization is already set up and you want a tour of the home screen, go to Dashboard.
Roles in Solabooks
Solabooks has four role-permission sets that decide what each member can see and do: Owner, Manager, Accountant (called member in the code) and Approver. The Owner can do everything; Manager can run day-to-day work but not change tax rates, account types, period locks, or core settings; Accountant can do most transactional work but not destroy data; Approver can only approve fixed-asset items.
There is also a separate Spatie role named admin used for the in-app /admin/* shell (mostly inventory and project management screens). Most users will never see it.
Multitenancy in one sentence
Each Solavel organization owns its own Solabooks database. Switching organizations in the central app is the same as switching databases in Solabooks — the data, ledgers, taxes, and customers all swap together. See Getting started for details.
Glossary — terms used across these docs
A few words have specific meanings inside Solabooks. They're used consistently in every page; this is a quick reference.
| Term | Meaning |
|---|---|
| Solavel | The platform — the org workspace, single sign-on, subscription, and team management. |
| Solabooks | The accounting module of Solavel — what these docs cover. The folder is named solavel-finance for historical reasons. |
| Supplier | The people you buy from. Canonical term. Some older routes / report names still say "Vendor" — they mean the same thing. |
| Customer | The people you sell to. |
| AR | Accounts Receivable — what customers owe you. The ledger you bill from. |
| AP | Accounts Payable — what you owe suppliers. The ledger you pay from. |
| Posted | A document is on the books and affects the General Ledger. The opposite is Draft. |
| Unpost | Return a posted document to Draft. The original journal is voided (kept for audit, excluded from reports) — no separate reversal entry. Use when fixing your own mistake. |
| Reverse | Post a mirror journal on a new date. The original is kept; the books show both. Use when something happened in the world (bounced cheque, recalled transfer). |
| Void | Permanently mark a document as "this should not have happened" with a fully reversing journal on the void date. The document number stays on the books. |
| Period lock | A date range that's closed to posting / unposting / reversing. Posting into a locked period is blocked until it's reopened. |
| Allocate | Link a payment / credit note / debit note / retainer to a specific invoice or bill, reducing its open balance. |
| Source-document JE | A journal entry written by a posting transaction (bill, invoice, payment, etc.) and owned by that source document — manage it by editing the source, not the journal directly. |
| Manual JE | A journal entry typed by hand on the Journal entries page — not owned by any source document. Unpost takes it back to Draft (not Voided). |